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Detwiler Fenton Investment Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Detwiler Fenton Investment Management’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,728
Closed -$368K – 121
2013
Q3 		$368K Buy
+4,728
New +$358K 0.33% 74

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Detwiler Fenton Investment Management's IEO Position: Q4 2013 in Review

Detwiler Fenton Investment Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2013, closing a stake of 4,728 shares — an estimated $368K sold.

Detwiler Fenton Investment Management first reported a position in IEO in Q3 2013 and held it in 1 quarter. The position peaked at $368K in Q3 2013. 67 funds tracked by Wall St. Rank hold IEO as of Q4 2013.

  • Detwiler Fenton Investment Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2013 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 4,728 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2013, an estimated $368K.
  • Detwiler Fenton Investment Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2013 and held it in 1 quarter.
  • Detwiler Fenton Investment Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $368K in Q3 2013.
  • 67 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2013.

Based on Detwiler Fenton Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.